Senior Associate, Tax Compliance – Reporting

Senior Associate, Tax Compliance & Reporting

Location: United States – EST or CST (Remote)

Key Responsibilities

• Work with external tax provider to prepare, review, and file U.S. federal, state, and local income tax returns for partnerships and corporations.
• Calculate quarterly U.S. tax distributions for investors, coordinate payment of funds, and make quarterly state withholding and tier level payments.
• Calculate quarterly corporate tax estimates and make tax payments.
• Work with external tax provider to prepare, review, and file Canadian federal and provincial tax returns, including preparing quarterly tax estimates and making payments.
• Calculate annual tax provision and input provision data into the financial reporting system.
• Conduct research on tax laws and regulations to ensure compliance and identify opportunities for tax savings.
• Handle research on and resolve federal and state tax notices.
• Maintain up-to-date knowledge of changes in tax legislation and communicate relevant updates to the tax team.
• Assist with special projects such as mergers, acquisitions, and international tax matters.
• Assist with indirect tax matters as needed.

Qualifications

• Bachelor’s degree in accounting – Master’s degree or CPA certification strongly preferred.
• Minimum 3–4 years of tax accounting experience, preferably in a public accounting firm or corporate tax department.
• Strong understanding of federal, state, and local tax laws and regulations.
• Experience with tax research software, depreciation software (Sage), Microsoft Office Suite, and emerging AI-enabled tools.
• Excellent analytical, organizational, and problem‑solving skills.
• Strong written and verbal communication abilities.
• Comfortable managing multiple tasks and deadlines in a fast‑paced environment.
• Demonstrated ability to leverage technology, automation, and AI-enabled tools to support tax analysis, research, and process efficiencies.
• Excellent collaboration and teamwork skills.

Work Environment

The Senior Associate position is fully remote with minimal, occasional travel. The role may require extended hours during peak tax seasons and involves collaboration with internal departments, external tax providers, and investors.

Benefits

• Medical plans with comprehensive, affordable coverage for a range of health services
• Health Savings Account/FSA
• Dental, Vision and benefits to cover unique healthcare needs
• Wellness Program
• 401(k) with match
• Tuition Reimbursement
• Commuter benefits
• Unlimited PTO

Salary

$76,800–$95,200 USD Annual

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.